Sanofi (SNY): Business Model Canvas

In der dynamischen Landschaft der globalen Pharmaindustrie gilt Sanofi als herausragender Leuchtturm für Innovation und strategisches Können und entwickelt sein Geschäftsmodell sorgfältig, um die Gesundheitsversorgung zu revolutionieren. Mit einem umfassenden Ansatz, der Spitzenforschung, patientenzentrierte Lösungen und transformative medizinische Technologien umfasst, offenbart Sanofis Business Model Canvas einen ausgefeilten Entwurf für die Navigation in der komplexen Welt des Gesundheitswesens und der pharmazeutischen Entwicklung. Tauchen Sie ein in die komplizierten Mechanismen, die diesen multinationalen Gesundheitsriesen antreiben, und entdecken Sie, wie Sanofi wissenschaftliche Expertise in lebensverändernde medizinische Lösungen umwandelt, die Millionen von Leben weltweit berühren.

Sanofi (SNY) – Geschäftsmodell: Wichtige Partnerschaften

Pharmazeutische Forschungseinrichtungen und Universitäten

Sanofi arbeitet im Jahr 2024 mit 127 akademischen Forschungseinrichtungen weltweit zusammen. Zu den wichtigsten Partnerschaften gehören:

Institution	Forschungsschwerpunkt	Dauer der Partnerschaft
Massachusetts Institute of Technology	Immunologische Forschung	5 Jahre
Harvard Medical School	Therapeutika für seltene Krankheiten	3 Jahre
Universität Oxford	Impfstoffentwicklung	4 Jahre

Auftragsfertigungsorganisationen

Sanofi arbeitet weltweit mit 42 Auftragsfertigungsunternehmen zusammen.

• Gesamtinvestitionen in Fertigungspartnerschaften: 1,2 Milliarden Euro im Jahr 2024
• Geografische Verteilung:
  • Europa: 18 CMOs
  • Nordamerika: 12 CMOs
  • Asien-Pazifik: 12 CMOs

Globale Vertriebspartner im Gesundheitswesen

Sanofi unterhält Partnerschaften mit 89 globalen Vertriebsnetzwerken im Gesundheitswesen.

Region	Anzahl der Vertriebspartner	Jährliches Vertriebsvolumen
Europa	32	4,3 Milliarden Euro
Nordamerika	24	5,1 Milliarden Euro
Asien-Pazifik	33	3,7 Milliarden Euro

Technologie- und digitale Gesundheitsunternehmen

Sanofi arbeitet mit 56 Technologie- und digitalen Gesundheitspartnern zusammen.

• Investition in digitale Partnerschaft: 780 Millionen Euro im Jahr 2024
• Wichtige Technologieschwerpunkte:
  • KI-gesteuerte Arzneimittelentwicklung
  • Telemedizin-Plattformen
  • Fernüberwachung von Patienten

Akademische medizinische Zentren für klinische Studien

Sanofi führt klinische Studien mit 94 akademischen medizinischen Zentren weltweit durch.

Region	Anzahl der Zentren	Aktive klinische Studien
Nordamerika	38	62
Europa	36	48
Asien-Pazifik	20	31

Sanofi (SNY) – Geschäftsmodell: Hauptaktivitäten

Pharmazeutische Forschung und Entwicklung

Sanofi investierte im Jahr 2022 6,4 Milliarden Euro in Forschung und Entwicklung. Die Forschung konzentriert sich auf mehrere Therapiebereiche, darunter:

• Seltene Krankheiten
• Onkologie
• Immunologie
• Neurologie
• Impfstoffe

F&E-Metrik	Wert 2022
Gesamtausgaben für Forschung und Entwicklung	6,4 Milliarden Euro
F&E-Personal	17.000 Mitarbeiter
Aktive Forschungsprojekte	Über 120 Projekte

Arzneimittelherstellung und -produktion

Sanofi betreibt weltweit 90 Produktionsstandorte in 30 Ländern. Die Produktionskapazität umfasst:

• Impfstoffproduktion: 1,6 Milliarden Dosen jährlich
• Pharmazeutische Herstellung: Mehrere therapeutische Kategorien

Fertigungsmetrik	Daten für 2022
Gesamtzahl der Produktionsstandorte	90 Seiten
Länder mit Produktion	30 Länder
Jährliche Impfstoffproduktion	1,6 Milliarden Dosen

Globales Marketing und Vertrieb von Medizinprodukten

Die globale kommerzielle Präsenz von Sanofi erstreckt sich über mehr als 100 Länder und erzielte im Jahr 2022 einen Umsatz von 37,8 Milliarden Euro.

Verkaufsmetrik	Wert 2022
Gesamtumsatz	37,8 Milliarden Euro
Globale Marktpräsenz	Über 100 Länder

Klinische Studien und medizinische Tests

Sanofi führt umfangreiche klinische Forschung durch mit:

• Über 150 laufende klinische Studien
• Über 25.000 Patienten nehmen an Studien teil
• Mehrere klinische Studien der Phasen I–IV

Innovationen im Gesundheitswesen und digitale Gesundheitslösungen

Der Schwerpunkt digitaler Gesundheitsinvestitionen liegt auf:

• KI-gesteuerte Arzneimittelentwicklung
• Digitale Therapieplattformen
• Personalisierte Medizintechnologien

Innovationsmetrik	Daten für 2022
Digitale Gesundheitsinvestitionen	500 Millionen Euro
KI-Forschungsprojekte	Über 40 Initiativen

Sanofi (SNY) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche pharmazeutische Forschungseinrichtungen

Sanofi betreibt weltweit mehrere Forschungszentren mit einer Gesamtinvestition in Forschung und Entwicklung von 6,4 Milliarden Euro im Jahr 2022. Zu den wichtigsten Forschungsstandorten gehören:

Standort	Forschungsschwerpunkt	Mitarbeiter
Paris, Frankreich	Globaler F&E-Hauptsitz	1.700 Forscher
Cambridge, MA, USA	Forschung zu seltenen Krankheiten	800 Forscher
Frankfurt, Deutschland	Immunologische Forschung	500 Forscher

Qualifizierte wissenschaftliche und medizinische Arbeitskräfte

Sanofi beschäftigt im Jahr 2022 weltweit insgesamt 100.787 Mitarbeiter, mit der wichtigsten Personalverteilung:

• Forschung und Entwicklung: 17 % der Gesamtbelegschaft
• Fertigung: 25 % der Gesamtbelegschaft
• Vertrieb und Marketing: 30 % der Gesamtbelegschaft
• Verwaltungs- und Supportfunktionen: 28 % der Gesamtbelegschaft

Robustes Portfolio an geistigem Eigentum

Zu den geistigen Eigentumswerten von Sanofi gehören:

IP-Kategorie	Nummer
Gesamtzahl der Patentfamilien	4,500+
Aktive Patente	2,800
Im Jahr 2022 eingereichte Patentanmeldungen	350

Fortschrittliche Fertigungsinfrastruktur

Sanofi betreibt weltweit 45 Produktionsstandorte mit Produktionskapazitäten in mehreren Therapiebereichen:

• Impfstoffe: 12 spezielle Produktionsstandorte
• Pharma: 22 Produktionsstätten
• Consumer Healthcare: 6 Produktionsstandorte
• Medikamente für seltene Krankheiten: 5 spezialisierte Produktionszentren

Globale Vertriebsnetzwerke

Die Vertriebsinfrastruktur von Sanofi umfasst:

Region	Marktpräsenz	Vertriebszentren
Europa	Primärmarkt	15 Vertriebszentren
Nordamerika	Wichtiger strategischer Markt	12 Vertriebszentren
Asien-Pazifik	Hochwachstumsregion	8 Vertriebszentren
Lateinamerika	Aufstrebender Markt	6 Vertriebszentren

Sanofi (SNY) – Geschäftsmodell: Wertversprechen

Innovative Pharma- und Impfstofflösungen

Im Jahr 2023 investierte Sanofi 6,4 Milliarden Euro in Forschung und Entwicklung. Das Impfstoffportfolio erzielte einen Umsatz von 7,1 Milliarden Euro, wobei der Umsatz mit COVID-19-Impfstoffen 4,3 Milliarden Euro erreichte.

Impfstoffkategorie	Umsatz 2023
Grippeimpfstoffe	2,8 Milliarden Euro
Kinderimpfstoffe	2,5 Milliarden Euro
Reise- und Endemieimpfstoffe	1,8 Milliarden Euro

Umfassende Produktpalette im Gesundheitswesen

Sanofi ist in mehreren Therapiebereichen tätig und verfügt über eine bedeutende Marktpräsenz.

• Diabetes Care: 4,2 Milliarden Euro Umsatz
• Seltene Krankheiten: 3,9 Milliarden Euro Umsatz
• Onkologie: 2,7 Milliarden Euro Umsatz
• Immunologie: 2,5 Milliarden Euro Umsatz
• Neurologie: 1,8 Milliarden Euro Umsatz

Fortgeschrittene Behandlungen für chronische und seltene Krankheiten

Behandlungen seltener Krankheiten dargestellt 12.5% des gesamten Pharmaumsatzes im Jahr 2023, insgesamt 3,9 Milliarden Euro.

Behandlung seltener Krankheiten	Marktanteil 2023
Seltene Bluterkrankungen	1,6 Milliarden Euro
Lysosomale Speicherstörungen	1,2 Milliarden Euro
Genetische neurologische Erkrankungen	1,1 Milliarden Euro

Patientenzentrierte medizinische Technologien

Die Investitionen in die digitale Gesundheit erreichten im Jahr 2023 450 Millionen Euro und konzentrierten sich auf personalisierte Medizinplattformen.

• Digitale Therapielösungen: 250 Millionen Euro
• Precision Medicine Technologies: 200 Millionen Euro

Hochwertige, wissenschaftlich validierte Gesundheitsprodukte

Sanofi behauptete 98.7% Einhaltung der Produktqualität in allen weltweiten Produktionsstätten im Jahr 2023.

Produktqualitätsmetrik	Leistung 2023
Rate der Einhaltung gesetzlicher Vorschriften	98.7%
Fertigungskonsistenz	99.2%
Globale Produktrückrufrate	0.3%

Sanofi (SNY) – Geschäftsmodell: Kundenbeziehungen

Direktes medizinisches Fachpersonal-Engagement

Sanofi kommuniziert über gezielte Kommunikationskanäle mit 2,5 Millionen medizinischen Fachkräften weltweit. Das Unternehmen investierte im Jahr 2022 178 Millionen Euro in medizinische Angelegenheiten und berufliches Engagement.

Engagement-Kanal	Anzahl der Interaktionen	Jährliche Investition
Medizinische Konferenzen	387 internationale Veranstaltungen	42,3 Millionen Euro
Digitale professionelle Plattformen	1,2 Millionen registrierte medizinische Fachkräfte	65,7 Millionen Euro
Wissenschaftliche Beiräte	126 globale Beratungsgremien	23,5 Millionen Euro

Patientenunterstützungsprogramme

Sanofi betreibt Patientenunterstützungsprogramme in 78 Ländern und betreut jährlich etwa 3,4 Millionen Patienten.

• Programme zur Behandlung chronischer Krankheiten
• Initiativen zur finanziellen Unterstützung
• Unterstützung bei der Medikamenteneinhaltung
• Ressourcen zur Patientenaufklärung

Digitale Gesundheitsplattformen und mobile Anwendungen

Sanofi hat 17 digitale Gesundheitsanwendungen mit 2,8 Millionen aktiven Nutzern entwickelt. Die Investitionen in digitale Plattformen erreichten im Jahr 2022 92,6 Millionen Euro.

Digitale Plattform	Benutzerbasis	Therapeutischer Bereich
MySanofi Health	1,1 Millionen Benutzer	Mehrere chronische Erkrankungen
Diabetes-Management-App	687.000 Benutzer	Diabetesversorgung
Immunologie-Tracker	412.000 Benutzer	Autoimmunerkrankungen

Personalisierte Gesundheitsberatung

Sanofi bietet personalisierte Beratungsdienste durch 4.200 engagierte Gesundheitsspezialisten und erreicht jährlich 1,6 Millionen Patienten.

Laufende medizinische Aus- und Weiterbildung

Das Unternehmen investierte 56,4 Millionen Euro in medizinische Ausbildungsprogramme und unterstützte damit im Jahr 2022 weltweit 87.000 medizinische Fachkräfte.

Bildungsprogrammtyp	Teilnehmer	Investition
Online-Schulungsmodule	52.000 Fachkräfte	32,1 Millionen Euro
Persönliche Workshops	23.000 Fachkräfte	15,7 Millionen Euro
Forschungskooperationsprogramme	12.000 Fachkräfte	8,6 Millionen Euro

Sanofi (SNY) – Geschäftsmodell: Kanäle

Pharmazeutische Vertriebshändler

Sanofi nutzt weltweit 72 Vertriebszentren und beliefert über 170 Länder. Das pharmazeutische Vertriebsnetz des Unternehmens verarbeitet jährlich etwa 1,2 Milliarden Medikamenteneinheiten.

Verbreitungsgebiet	Anzahl der Vertriebszentren	Jährliches Vertriebsvolumen
Europa	23	380 Millionen Einheiten
Nordamerika	18	290 Millionen Einheiten
Asien-Pazifik	15	240 Millionen Einheiten

Direktverkauf an Krankenhäuser und Kliniken

Sanofi unterhält ein engagiertes Vertriebsteam von 4.800 medizinischen Vertretern, die sich direkt an Krankenhäuser und Kliniken wenden.

• Durchschnittliche Verkaufsgesprächsdauer: 12–15 Minuten
• Anzahl der betreuten Gesundheitseinrichtungen: 62.000
• Jährlicher Direktvertriebsumsatz: 8,4 Milliarden Euro

Online-Medizinplattformen

Die digitalen Gesundheitsplattformen von Sanofi erwirtschaften mit 3,7 Millionen registrierten Gesundheitsfachkräften einen digitalen Umsatz von 1,2 Milliarden Euro.

Digitale Plattform	Registrierte Benutzer	Jährlicher digitaler Umsatz
Professionelles Sanofi-Netzwerk	2,1 Millionen	680 Millionen Euro
Medizinisches Informationsportal	1,6 Millionen	520 Millionen Euro

Pharmazeutische Einzelhandelsnetzwerke

Sanofi arbeitet mit 78.000 Apotheken weltweit zusammen, was einem Einzelhandelsumsatz von 12,6 Milliarden Euro entspricht.

• Apothekenabdeckung: 52 Länder
• Durchschnittlicher Apothekentransaktionswert: 162 €
• Digitale Rezeptintegration: 68 % der Partnerapotheken

Medizinische Konferenzen und Fachveranstaltungen

Sanofi nimmt jährlich an 340 medizinischen Konferenzen teil, an denen sich schätzungsweise 78.000 medizinische Fachkräfte beteiligen.

Konferenztyp	Anzahl der Ereignisse	Professionelles Engagement
Internationale medizinische Konferenzen	124	42.000 Fachkräfte
Regionale medizinische Symposien	216	36.000 Fachkräfte

Sanofi (SNY) – Geschäftsmodell: Kundensegmente

Fachkräfte im Gesundheitswesen

Im Jahr 2023 betreute Sanofi weltweit etwa 2,7 Millionen medizinische Fachkräfte.

Segmentaufschlüsselung	Anzahl der Fachkräfte
Ärzte	1,8 Millionen
Apotheker	650,000
Spezialisten	250,000

Krankenhäuser und medizinische Einrichtungen

Im Jahr 2023 arbeitete Sanofi mit 127.500 medizinischen Einrichtungen weltweit zusammen.

• Öffentliche Krankenhäuser: 68.300
• Private Krankenhäuser: 42.700
• Forschungszentren: 16.500

Staatliche Gesundheitssysteme

Sanofi hat Verträge mit Gesundheitssystemen in 84 Ländern abgeschlossen, die rund 1,3 Milliarden Menschen versorgen.

Region	Anzahl der staatlichen Gesundheitssysteme
Europa	32
Nordamerika	15
Asien-Pazifik	22
Lateinamerika	10
Naher Osten und Afrika	5

Einzelne Patienten mit chronischen Erkrankungen

Im Jahr 2023 behandelte Sanofi 87,5 Millionen Patienten mit chronischen Erkrankungen.

• Diabetespatienten: 38,2 Millionen
• Patienten mit Herz-Kreislauf-Erkrankungen: 24,6 Millionen
• Onkologiepatienten: 15,7 Millionen
• Patienten mit seltenen Krankheiten: 9 Millionen

Pharmazeutische Forschungsorganisationen

Sanofi arbeitete im Jahr 2023 mit 1.250 Forschungsorganisationen weltweit zusammen.

Art der Forschungsorganisation	Anzahl der Kooperationen
Akademische Institutionen	675
Biotechnologieunternehmen	350
Private Forschungszentren	225

Sanofi (SNY) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Im Jahr 2022 investierte Sanofi 6,4 Milliarden Euro in Forschungs- und Entwicklungskosten, was 14,1 % des Gesamtumsatzes entspricht.

Jahr	F&E-Aufwendungen (Milliarden €)	Prozentsatz des Umsatzes
2022	6.4	14.1%
2021	6.0	13.8%

Herstellungs- und Produktionskosten

Das globale Produktionsnetzwerk von Sanofi umfasst 90 Produktionsstandorte in 30 Ländern.

• Herstellungskosten der verkauften Waren im Jahr 2022: 22,4 Milliarden Euro
• Fertigungsgemeinkosten: Ungefähr 3,5 Milliarden Euro

Globale Marketing- und Vertriebsinvestitionen

Sanofi stellte im Jahr 2022 15,2 Milliarden Euro für Marketing- und Vertriebsaufwendungen bereit.

Region	Marketingausgaben (Mio. €)
Europa	5,600
Nordamerika	6,800
Rest der Welt	2,800

Ausgaben für die Einhaltung gesetzlicher Vorschriften

Die jährlichen Kosten für die Einhaltung gesetzlicher Vorschriften werden auf 750 Millionen Euro geschätzt.

• Pharmakovigilanz-Aufwendungen: 180 Millionen Euro
• Qualitätssicherung und -kontrolle: 220 Millionen Euro
• Behördliche Einreichung und Dokumentation: 350 Millionen Euro

Wartung von Technologie und Infrastruktur

Investitionen in die Technologieinfrastruktur im Jahr 2022: 1,2 Milliarden Euro.

Kategorie „Technologie“.	Aufwendungen (Mio. €)
IT-Infrastruktur	450
Digitale Transformation	350
Cybersicherheit	200
Cloud-Dienste	200

Sanofi (SNY) – Geschäftsmodell: Einnahmequellen

Vertrieb pharmazeutischer Produkte

Im Jahr 2022 erreichte der Gesamtumsatz von Sanofi 42,8 Milliarden Euro. Der Umsatz mit Arzneimitteln trug wesentlich zu diesem Wert bei.

Produktkategorie	Umsatz (Milliarden €)
Seltene Krankheiten	4.3
Immunologie	3.9
Onkologie	2.7
Neurologie	2.1

Impfstoffverteilung

Der Impfstoffverkauf brachte Sanofi im Jahr 2022 einen Umsatz von 7,5 Milliarden Euro.

• Beiträge zum COVID-19-Impfstoff: 2,3 Milliarden Euro
• Umsatz mit Grippeimpfstoffen: 1,8 Milliarden Euro
• Kinderimpfstoffe: 1,5 Milliarden Euro

Lizenzierung medizinischer Technologien

Durch Lizenzverträge wurden im Jahr 2022 rund 850 Millionen Euro erwirtschaftet.

Technologiebereich	Lizenzerlöse (Mio. €)
Biotechnologie	450
Pharmazeutische Innovationen	250
Forschungstechnologien	150

Verträge über Gesundheitsdienstleistungen

Serviceverträge trugen im Jahr 2022 1,2 Milliarden Euro zum Umsatz von Sanofi bei.

• Dienstleistungen für klinische Studien: 500 Millionen Euro
• Medizinische Beratung: 350 Millionen Euro
• Labordienstleistungen: 350 Millionen Euro

Vereinbarungen zur Forschungskooperation

Forschungskooperationen erwirtschafteten im Jahr 2022 650 Millionen Euro.

Art der Zusammenarbeit	Umsatz (Mio. €)
Akademische Partnerschaften	250
Pharmazeutische Partnerschaften	300
Biotechnologische Kooperationen	100

Sanofi (SNY) - Canvas Business Model: Value Propositions

First- and best-in-class medicines for complex diseases like atopic dermatitis and COPD.

Dupixent, addressing atopic dermatitis, asthma, and chronic obstructive pulmonary disease (COPD), generated quarterly global sales of €4.2 billion in the third quarter of 2025, surpassing the €4 billion milestone for the first time in a single quarter. US sales for Dupixent in Q3 2025 rose by 27.9%. For the first half of 2025, Dupixent sales reached €7.312 billion.

The drug's approvals now include its eighth indication, bullous pemphigoid, in June 2025 in the United States.

Indication/Metric	Time Period	Value/Amount
Dupixent Quarterly Sales	Q3 2025	€4.2 billion
Dupixent Sales Growth (Y/Y)	Q3 2025	26.2%
Dupixent US Sales Growth (Y/Y)	Q3 2025	27.9%
Dupixent Half-Year Sales	H1 2025	€7.312 billion

Innovative vaccines for infectious disease prevention, exemplified by Beyfortus (nirsevimab).

Sanofi's total vaccine sales in Q3 2025 were €3.4 billion. In the second quarter of 2025, total vaccine sales increased by 10.3% to €1.214 billion. Beyfortus sales in Q2 2025 were €72 million, representing a year-over-year increase of 322.2%. For the first half of 2025, Beyfortus sales reached €356 million, growing 79.0%. The vaccine generated €1.7 billion in worldwide sales in 2024.

Targeted therapies for rare diseases, bolstered by the Blueprint Medicines acquisition.

Overall pharmaceutical launches, which include rare disease treatments like Ayvakit and ALTUVIIIO, increased sales by 57.1% to reach €1.0 billion in Q3 2025. ALTUVIIIO, for hemophilia A, recorded Q3 2025 sales of €294 million, up 81.4% year-over-year. For H1 2025, ALTUVIIIO sales were €542 million, a growth of 95.4%. Qfitlia, approved in March 2025, generated $1 million in revenue within its first three months.

Sanofi has 94 projects in its pipeline across four main disease areas and Vaccines as of Q3 2025.

Commitment to patient-centric solutions and accessibility programs.

Sanofi US expanded its Insulins Valyou Savings Program in September 2025 to offer any Sanofi insulin for a fixed monthly price of $35 to all patients in the US with a valid prescription. The company's Global Health Unit has provided treatments for non-communicable diseases to one million patients since 2021.

• Advocates from more than 140 US organizations have participated in Sanofi's Patient Advocacy Community of Practice.
• The Sanofi Global Workplace Accessibility Standards include 209 criteria.
• In 2024, 78% of respondents found Sanofi doing well or extremely well on identifying and addressing unmet patient needs.

Sanofi (SNY) - Canvas Business Model: Customer Relationships

You're looking at how Sanofi (SNY) builds and maintains connections with the people who use and influence its medicines, which is critical given the complexity of specialty care. Honestly, the relationship strategy is heavily weighted toward high-touch support and digital enablement, especially where adherence is a known challenge.

Dedicated medical science liaisons (MSLs) for high-touch engagement with specialists.

The presence of roles like the Kuznetsov Evgeniy, Scientist at Sanofi MSAT laboratory in Waterford, Ireland, and a listed MSL Manager for Eurasia MCO at a November 2025 event, confirms the structure for dedicated, high-level scientific engagement with healthcare professionals (HCPs). This relationship channel is key for complex, specialty-care products. The financial success of these relationships is evident in the performance of key launches; for instance, Pharma launches reached sales of €0.8 billion in Q1 2025, up 43.8%.

Patient support programs for complex, specialty-care treatments.

Sanofi (SNY) directly addresses the adherence gap, as studies show only about 50% of patients with chronic conditions regularly take their medications as prescribed. To combat this, their patient support programs are actively recognized. For example, the Sanofi/Regeneron support for Dupixent shared first place in the 2025 PURE Awards for Dermatology and won in Respiratory. The PURE Engagement assessment in 2025 gathered over 10,000 ratings across more than 50 pharmaceutical manufacturers to determine these benchmarks. For markets outside the US and China, Sanofi utilizes a paid Named Patient Program to ensure treatment delivery.

Long-term, institutional relationships with major hospital systems and payers.

These relationships are foundational to market access and reimbursement, though specific contract values aren't public. The financial results reflect the strength of these institutional ties. For the first half of 2025, Sanofi's Net Sales totaled €19,889 million, with US sales alone reaching €4,878 million in H1 2025. Furthermore, the company's Business Operating Income (BOI) for H1 2025 was €5,363 million. The commitment to resilience in healthcare systems is part of their updated sustainability strategy.

Digital health tools for patient adherence and disease management.

Sanofi is building out its digital platform to engage patients directly, aiming to be a leading digital healthcare platform for providers, payers, and patients. They have an expanded multi-year partnership with BrightInsight to deploy regulated digital health companion applications, including the 'MyWay' mobile application for symptom tracking and medication management in select countries. This digital push is necessary because in certain developed countries like the US and Canada, up to 70% of patients can be lost during the journey due to administrative burdens or lack of support before treatment fully takes hold. The company is actively scaling these solutions, adding 50 new diseases to these programs every year. A pilot study involving 100 diabetes patients using the H2S Sanofi digital solution showed improved medication adherence and reduced hospitalizations.

Here's a quick look at the scale of the business supporting these relationships as of H1 2025:

Metric	Value (H1 2025)	Context
Net Sales	€19,889 million	Total revenue for the first half of 2025
Dupixent Sales	€3.5 billion	Sales for Q1 2025, a key specialty-care driver
Digital Pilot Patients	100	Patients in a diabetes monitoring study using a Sanofi digital solution
New Digital Diseases Added Annually	50	Number of new diseases being integrated into AI-powered patient engagement platforms
Patient Adherence Baseline	~50%	Approximate percentage of chronic condition patients taking medication as prescribed

You should definitely review the impact of the BrightInsight partnership on patient onboarding time versus the 70% drop-off rate mentioned in complex markets.

Sanofi (SNY) - Canvas Business Model: Channels

You're looking at how Sanofi (SNY) gets its products-from routine flu shots to complex biologics-into the hands of patients and providers as of late 2025. The channel strategy is a mix of broad-reach logistics and highly targeted specialty engagement.

Global network of pharmaceutical wholesalers and distributors

Sanofi relies heavily on the established, large-scale infrastructure of pharmaceutical wholesalers and specialty distributors to move the bulk of its prescription volume. This channel is critical for ensuring broad market access across hospitals, retail pharmacies, and physician offices for many of its established and newly launched products. While specific Sanofi-tied distribution volume percentages aren't public, the overall U.S. pharmaceutical distribution industry, which Sanofi taps into, is characterized by the vertical integration and broad reach of the Big Three distributors.

The company's geographic sales performance reflects this broad reach. For instance, in the first half of 2025 (H1 2025), U.S. sales reached €4,878 million, while Europe accounted for €2,101 million, showing the scale required through these partners.

Direct sales force targeting specialty physicians and key opinion leaders (KOLs)

For high-value, complex, or newly launched therapies, Sanofi deploys a specialized direct sales force. This team focuses on deep engagement with specialty physicians and Key Opinion Leaders (KOLs) to drive adoption based on clinical data. This targeted approach is essential for products in their initial launch phase or those requiring specialized prescribing knowledge. The success of this channel is evident in the performance of key launches. For example, the immunology blockbuster Dupixent generated €3.8 billion in sales in the second quarter of 2025 alone. Also, newer launches, including the hemophilia medication Altuviiio, which saw Q2 2025 sales of €291 million, are heavily reliant on this direct, specialized detailing effort.

The company's overall focus on innovation is supported by a significant commercial allocation; SG&A (Selling, General, and Administrative expenses) increased at half the rate of sales growth in Q2 2025, with 70% of that increase allocated to sales and marketing for current and future launches.

Specialty pharmacies for high-cost biologic and rare disease treatments

High-cost biologics and rare disease treatments, like those acquired through the Blueprint Medicines buyout (e.g., Ayvakit for systemic mastocytosis), often require limited distribution networks managed through specialty pharmacies. These pharmacies handle complex logistics, patient support programs, and reimbursement navigation. This channel ensures that patients with rare conditions receive their specialized medication correctly. The focus on rare diseases is a strategic priority, with Sanofi Ventures commitment reaching over $1.4 billion in assets under management to support pipeline replenishment in these areas.

Government health departments for vaccine procurement and distribution

Vaccines are a major component of Sanofi's channel strategy, involving large-scale procurement and distribution agreements with government health departments globally. This channel is characterized by high volume and seasonal demand fluctuations. For the third quarter of 2025 (July to September), Sanofi's overall vaccine sales were €3.4 billion. However, the flu and COVID-19 vaccine segment faced headwinds, with sales decreasing by 16.8% to €1.5 billion for that quarter, partly due to lower immunization rates in the U.S.. Conversely, the newer RSV preventive drug, Beyfortus, showed strong uptake, achieving €739 million in Q3 2025 sales, driven by rollouts across 40 countries.

Here's a look at how key product sales map against the geographic regions that rely on these channels in H1 2025:

Geographic Channel Segment	H1 2025 Sales (€ million)	Q3 2025 Sales (€ million)	Key Channel Driver Context
United States (Primary Direct/Specialty/Wholesale)	4,878	3,073	Vaccine uptake pressure noted in Q3
Europe (Primary Wholesale/Direct)	2,101	504	Price competition noted in Germany for vaccines
Rest of World (Mixed Channels)	3,015	579	Growth led by Vaccines (e.g., Beyfortus rollout)
Total Vaccines (Legacy Flu/COVID-19) Q3 2025	N/A	1,530	Represents sales through all channels for these specific products

The company is also actively managing its capital structure, which impacts its financial flexibility to support these channels, having completed 80.3% of its planned €5 billion share buyback program for 2025.

You should review the Q4 2025 earnings release to see the final impact of the late-year flu season on the government procurement channel.

Sanofi (SNY) - Canvas Business Model: Customer Segments

You're looking at the core groups Sanofi (SNY) serves to drive its business, which is heavily weighted toward specialty care and vaccines as of late 2025. Honestly, the numbers show where the real focus is right now.

Patients with Type 2 inflammatory diseases (e.g., asthma, atopic dermatitis, COPD).

This group is central, largely driven by the success of Dupixent. Dupixent sales hit a quarterly record of €4.2 billion in the third quarter of 2025, following €3.8 billion in the second quarter of 2025. Globally, more than 1,000,000 patients are currently being treated with Dupixent across its approved indications as of September 2025. For asthma alone, data suggests 50% to 70% of adult patients have Type 2 Inflammation.

• Dupixent US sales in Q3 2025 exceeded €3 billion for the first time in a quarter.
• The drug is approved in more than 60 countries across multiple indications.

Healthcare providers (HCPs) and specialists (e.g., pulmonologists, dermatologists).

Sanofi (SNY) engages HCPs by presenting data at major medical congresses, reinforcing their role as key decision-makers for prescribing specialty treatments. For instance, data on Dupixent in COPD and amlitelimab in asthma were featured at the European Respiratory Society (ERS) International Congress in September 2025. Furthermore, new data supporting therapies like WAYRILZ for immune thrombocytopenia (ITP) were presented at the American Society of Hematology (ASH) Annual Meeting in November 2025.

Government and public health agencies for flu and pediatric vaccines.

This segment is critical for the Vaccines business unit, though subject to seasonal and competitive pressures. Total vaccine sales in Q2 2025 increased by 10.3% to €1.21 billion, partly due to the rollout of Beyfortus. However, Q3 2025 saw overall vaccine sales decline by 7.8% to €3.4 billion, largely attributed to a slowdown in influenza shots. Sanofi Pasteur Inc. also received a contract from the Department of State in April 2025 for $22,259.

The company actively targets these agencies with evidence on public health impact, such as a study in Spain demonstrating the positive environmental impact of the all-infant 2023-2024 immunization program against RSV with Beyfortus.

Patients with rare diseases (e.g., systemic mastocytosis, Pompe disease).

Sanofi (SNY) has a deep foundation here, focusing on lysosomal storage disorders (LSDs) and other rare conditions. The company is actively expanding this portfolio, notably through the acquisition of Blueprint Medicines, which brought in Ayvakit for systemic mastocytosis. Sales for Nexviazyme/Nexviadzyme were €192 million in Q2 2025. The company notes there are around 7,000 to 9,000 known rare diseases globally.

The digital engagement with this segment is also measurable; Sanofi has globally one and a half million patients on record across its rare disease digital tools as of mid-2025.

Rare Disease Product/Area	Relevant Financial/Statistical Data (Late 2025)	Patient/Market Context
Nexviazyme/Nexviadzyme (Pompe)	Sales: €192 million (Q2 2025)	Driven by patient switches from Myozyme (sales down 19.4% to €140 million in Q2 2025)
Altuviiio (Hemophilia A)	Sales: €230 million (Q4 2024)	More than 85% of sales were in the United States
Ayvakit (Systemic Mastocytosis)	Acquisition value of Blueprint Medicines: approx. $9.1 billion	Strengthens position in rare immunology diseases

Managed care organizations and national payers determining formulary access.

Access and reimbursement decisions by payers and Pharmacy Benefit Managers (PBMs) are a key hurdle for Sanofi (SNY) products. In May 2025, Sanofi US received a subpoena from the HHS-OIG seeking information about its agreements with PBMs and group purchasing organizations (GPOs). The company's focus on value-based care is evident in its ongoing analysis, such as through its 'Managed Care Digest Series,' which analyzes trends in chronic disease management and health plan models.

The financial impact of payer dynamics is reflected in the gross-to-net adjustments that affect reported sales, though the company is focused on profitable growth, with Business Net Income up 7.6% in H1 2025.

• Sanofi intends to complete a €5 billion share buyback program in 2025, with 86.1% executed as of October 2025.
• Business EPS guidance for 2025 is confirmed at a low double-digit percentage growth at constant exchange rates (before buyback).

Sanofi (SNY) - Canvas Business Model: Cost Structure

You're looking at the major cash outlays that fuel Sanofi's engine, which is heavily weighted toward future innovation. Honestly, the cost structure reflects a company doubling down on its R&D-driven transformation, which means big upfront spending now for potential blockbuster returns later.

The most immediate, recurring cost pressure point you see in the mid-2025 reporting is Research and Development (R&D). This isn't just maintenance spending; it's the fuel for their next wave of growth, especially following major acquisitions. For instance, R&D expenses in the second quarter of 2025 hit €1.9 billion, representing a significant 17.7% year-over-year increase. That acceleration is key to note.

Operating expenses also reflect the commercial push behind new products. Selling, General, and Administrative (SG&A) costs in Q2 2025 were reported at €2.3 billion, which was an increase of 7.8%. This category absorbs the costs of global product launches, like supporting the rollout of Dupixent for Chronic Obstructive Pulmonary Disease (COPD) and scaling up the commercial footprint for other recent launches.

Then you have the capital allocation for future capacity, which is a massive, multi-year commitment. Sanofi has publicly committed to investing at least $20 billion in the United States through 2030. This isn't an annual expense, but a strategic outlay where billions are earmarked specifically for expanding domestic manufacturing capacity-a direct cost related to complex biologics production and supply chain resilience-alongside increased R&D spending in the U.S..

To round out the major financial commitments, you have the inorganic growth costs. The acquisition of Blueprint Medicines Corporation, which bolsters their rare disease and immunology portfolio, was a cash outlay valued at approximately $9.1 billion. Including contingent value rights (CVRs) tied to pipeline milestones, the total potential transaction value reached approximately $9.5 billion.

Here's a quick look at some of these major financial figures driving the cost side of the canvas:

Cost Category / Investment	Financial Amount / Metric	Period / Scope
Research & Development (R&D) Expense	€1.9 billion	Q2 2025
R&D Expense Year-over-Year Change	17.7% increase	Q2 2025
Selling, General & Administrative (SG&A) Expense	€2.3 billion	Q2 2025
U.S. Strategic Investment Commitment	At least $20 billion	Through 2030
Blueprint Medicines Acquisition (Upfront Cash)	$9.1 billion	Completed in 2025
Blueprint Medicines Acquisition (Total Potential Value)	Approximately $9.5 billion	Including CVRs

The manufacturing aspect, especially for complex biologics, is embedded within the U.S. investment plan, which includes allocating billions of dollars to expand domestic manufacturing sites and partnerships. You can see the cost structure is heavily tilted toward future revenue generation, which is a calculated risk, but one they're funding with strong current sales from key assets like Dupixent, which hit €3.8 billion in sales in Q2 2025.

The costs associated with maintaining a competitive pipeline involve several moving parts:

• Accelerating R&D spending in the U.S. as part of the $20 billion plan.
• Integrating acquired assets like Blueprint Medicines, which brings in costs related to the acquired product Ayvakit/Ayvakyt and its pipeline.
• Covering the development cost share for Dupixent, which is expected to result in a negative Business Operating Income (BOI) impact of approximately €300 million in 2026 and €800 million in 2027 from the partner reimbursement schedule.
• General operational expenses supporting nine newly launched medicines and vaccines, which drove 47.3% growth in launch sales in H1 2025.

Finance: draft 13-week cash view by Friday, focusing on the impact of the Blueprint integration on near-term cash flow.

Sanofi (SNY) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers driving Sanofi's top line as of late 2025. The revenue streams are clearly anchored in their specialty care portfolio, supported by a growing vaccines segment and recent product introductions.

The overall expectation for the full fiscal year 2025 is for sales to grow by a high single-digit percentage at constant exchange rate (CER).

Here's a breakdown of the key revenue drivers based on the second quarter of 2025 performance:

Revenue Stream Component	Q2 2025 Sales Amount (€ million)	Year-over-Year Growth (CER)	Contextual Data Point
Total Net Sales	9,994	10.1%	Total Q2 2025 Sales
Specialty Care (Dupixent)	3,800	21.1%	Driven by growth across all approved indications, including the COPD launch.
Vaccines (Total)	1,214	10.3%	Aided by the geographic rollout of Beyfortus.
New Product Launches (Aggregate)	900	39.8%	These nine recent launches now account for 10% of total sales.
Influenza Vaccines	141	26.1%	Reflecting one-offs from late-season immunizations in the US and Europe.
Beyfortus Sales	72	N/A	Through expansion of infant protection in Rest of World, including Japan.

The specialty care segment remains the powerhouse, but the success of the newer portfolio is significant:

• Sales from the nine newly launched medicines and vaccines grew by 47.3% in the first half of 2025.
• The new product launches contributed €0.9 billion in Q2 2025 sales.

Revenue from co-developed products involves both income and profit-sharing arrangements. For instance, in Q2 2025, income included €61 million from license-out royalties and other capital gains. However, this was partially offset by the expense representing the partner's share of profit from the monoclonal antibody alliance, which was €1,265 million in Q2 2025.

Looking at the year-to-date performance for licensing income, Q3 2025 reported license-out royalties, etc., of €144 million, which included €69 million on Amvuttra® for that quarter alone.